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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-17-2019
- Office Locations
- 1
Office Locations
About Earndex, LLC
EARNDEX, LLC is a Bryn Mawr, PA RIA focused on financial planning aimed at building long-term financial security, emphasizing the “why” behind recommendations. The firm provides portfolio construction, asset allocation and risk management alongside tax and estate planning and insurance guidance. Portfolios are implemented primarily with public funds and fixed income, with some ETF exposure, and are custodied at Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 9 clients, or 9 clients per representative. That equates to $3.6M in reported AUM per client.
The profile lists 1 reported office location and 7 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Earndex, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
David Evan Tomback
Certified Financial Planner, Chief Compliance Officer
- CRD
- #7056200
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $31,968,033 | -- |
| Non-Discretionary | $0 | -- |
| Total | $31,968,033 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Earndex, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.